NYSE$NUVB

Nuvation Bio Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Nuvation Bio reported Q1 2026 total revenue of $83.2M and net income of $5.4M on IBTROZI launch and collaboration revenue.

For the quarter ended March 31, 2026, Nuvation Bio recorded total revenue of $83.2 million (product revenue $18.5 million, collaboration and license revenue $64.7 million) versus $3.1 million. The company reported net income of $5.4 million compared with a $53.2 million loss, reflecting IBTROZI commercialization and license economics.

  • Total revenue $83.2M; product revenue $18.5M.
  • Net income $5.4M vs. $(53.2)M loss prior year.
  • R&D expense $35.0M on pipeline programs.
  • First profitable quarter aided by collaboration revenue.

Headline financials

Total Revenue

$83.2M

Previous: $3.08M+2598.7%
EPS (adj)

$0.02

Previous: -$0.16+112.5%
Capital Expenditures

-$48K

Previous: -$72K+33.3%
Net Income

$5.4M

Previous: -$53.2M+110.1%
Operating Income

$3.88M

Previous: -$59M+106.6%

Revenue & EPS history

Nuvation Bio · Revenue · Quarterly

$83.2M

Q1 2026+2,598.7%vs Q1 2025
Beat estimate in 4 of 4 quarters(100%)
ActualEstimate

Forward guidance

Commercial launch outlook for IBTROZI and partnership milestones drive expectations; quarterly profitability may vary with license revenue timing.

Tailwinds

  • Swing to profitability on product and collaboration revenue.
  • FDA-approved IBTROZI commercial ramp underway.

Headwinds

  • Heavy reliance on collaboration revenue in Q1.
  • R&D spend remains elevated for oncology pipeline.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.1%

Avg return

Earnings day

+2.7%

Avg return

5 days after

+9.3%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+16.4%

Q3 2023

Best reaction

-25.2%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%+6.7%+4.9%
Q4 2025-25.2%-21.4%-24.5%
Q3 2025-6.2%-8.5%+60.7%
Q1 2025+3.5%+7.4%+21.6%
Q4 2024+1.0%+0.0%+0.5%
Q3 2024+12.9%+29.7%+22.8%
Q2 2024-11.3%-15.8%-10.4%
Q1 2024-2.1%-1.5%-11.3%
Q4 2023+13.2%+10.7%+84.8%
Q3 2023+16.4%+15.5%+14.7%
Q2 2023+0.5%+12.0%-10.4%
Q1 2023+4.4%+0.6%+6.9%
Q4 2022+1.2%+0.6%+8.4%
Q3 2022-3.7%-7.4%-7.8%
Q2 2022+7.8%+12.1%+26.8%
Q1 2022-1.8%-9.3%-18.4%
Q4 2021-8.3%-13.7%+0.8%
Q3 2021+3.6%+6.2%+4.0%
Q2 2021+8.6%+4.3%+11.1%
Q1 2021+8.9%+26.7%-0.1%

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